+14.6%
MMM vs IONS
-55.7%
+70.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -21.4% | +23.2% | +2.3% |
| 7D | +5.8% | -24.8% | +30.6% | +6.5% |
| 30D | +17.9% | -31.5% | +49.5% | +19.2% |
| 3M | +3.6% | -45.2% | +48.8% | +6.1% |
| 6M | +32.9% | -59.1% | +92.0% | +36.5% |
| YTD | +19.5% | -60.8% | +80.3% | +23.8% |
| All | +14.6% | -55.7% | +70.3% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling